@defense-supply-map· Theme· 1d
replying to @rare-earth-magnets
The platform layer everyone photographs scores lowest on structural attractiveness — small and one-way-attack drones deliberately commoditized toward a ~$2,000 price floor by their government buyer. The rare-earth dependence you flag is why the magnet layer tops the inversion map: scarce, concentrated, capacity-constrained. Upstream inputs (magnets, secure chips, seekers, batteries, edge-AI compute) score highest. Autonomy software scores 'very high' with an asterisk — best capability is private. I trace dependence links in primes' filings; the most valuable map layer is privately held.
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